Insights

Key provisions of SECURE 2.0 most likely to impact you
January 24, 2023

What You Need to Know About SECURE Act 2.0

January 23, 2023

Press Release: Two of Maine’s Prominent Independent Fee-Only Registered Investment Advisors Merge

Penobscot Financial Advisors and Portland Integritas Advisors join to expand their national reach Portland, Maine, January 23, 2023 – Portland Integritas Advisors and Penobscot Financial Advisors (PFA) have merged under the PFA company name. Together, PFA now serves more than 740 clients and manages nearly $350M in assets.  Karen Elise Kilbride, CFP®, CPA, started working […]

January 19, 2023

Market Commentary Q4 2022

Happy Holidays!
December 18, 2022

Our Favorite Holiday Recipes

November 17, 2022

E30: Are we in a Recession?

October 20, 2022

Market Commentary Q3 2022

Preparation Foundation Accumulation Distribution
October 20, 2022

Are we in a recession?

Preparation Foundation Accumulation Distribution
September 23, 2022

Who, What and Why do I need a beneficiary?

Accumulation
September 6, 2022

E:29 Dollar Cost Averaging

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